Hi I have set up an automation which is working fine, the only thing it doesnt seem to recognise is linking the lead to the activity, is there any work arounds for this? I can link 1.Person to Activity, but cant link the lead that is associated with the person
We work with clients of various sizes, and some require a Purchase Order (PO) to finalize their approval for our services. We've added a PO Number custom field, but in order to streamline our processes and ensure compliance with client requirements, we’d like to explore the possibility of setting up this field to be…
We are having issues with emails in a contact view duplicating. This seems to be when two or more Pipedrive users are copied into the email, but isn't happening consistently. Does anyone know what the root cause of this is, and how to overcome it?
I'm a fan of the new formula features, but I've hit a limitation straightaway with it: Our revenue is in the form of commission and from suppliers, and fees charged direct to customers. We also pay away some of that commission to third party consultants. So our total revenue looks like this: 1) Gross commission 2)…
I've used PandaDoc in the past to build out our quotes and get digital signatures on our proposals. But was curious if someone has built out something within SmartDocs to do this all in house? Or would it not be advisable for some reason I am missing?
Coming to the end of the year gives me a chance to reflect on my first year with Pipedrive. Moving from an inhouse app to something off-the-shelf was definitely a "one step back, two steps forward" scenario, and I really like where we are at the moment. Thanks Pipedrive! … BUT… There's always areas for improvement, and…
I’m looking for advice on setting up an automation in Pipedrive to assign leads to specific sales reps based on their region. I’ve tried configuring workflows, but I’m running into a few challenges. Here’s what I’m trying to achieve: Automatically assign leads from certain regions (e.g., North America, Europe, etc.) to…
Today all of a sudden in Activities only in list view there are no check boxes infront of my columns. In contacts and deals the check boxes are there but not in Activities so I cannot bulk edit the due date on my Activities. Edited the due date on 30 individual Activities is a waste of my time. Why would the check boxes…
I always find the navigation for things really hidden. It is usually hidden under My Icon > Account > Company Setting > Maybe data field or maybe not. I get crazy frustrated at how non-intuitive it is. Especiallyu if it's something aI rarely use. For example, I set up a product and I cannot find where to edit the price.…
We are onboarding our sales team, and I had restricted Account Settings from their user access. This makes sense, because we don't want sales users to change company settings. However, I ran into an issue when they tried to sync their calendars with their Microsoft 365 ones. They would try to sync their calendar and get an…
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